Integrate Onpipeline with Hub Planner
Send information between Onpipeline and Hub Planner automatically, without writing any code, using Zoho Flow.
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Create a new project in Hub Planner for every deal won in Onpipeline
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in Hub Planner for every deal successfully closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new project in Hub Planner.
Create a new project in Hub Planner for every deal won in Onpipeline
Onpipeline + Hub Planner
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Supported triggers and actions
Integrate Onpipeline and Hub Planner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when an existing deal is updated
Person added
Triggers when a new contact person is added
Organization created
Triggers when a new organization is created
Deal updated as won
Triggers when a deal is updated as won
Event updated
Triggers when a calendar event is updated
Deal created
Triggers when a new deal is created
Event created
Triggers when a new calendar event is created
New or updated resource
Triggers when a resource is created or updated
New booking
Triggers when a new booking is created
New or updated project
Triggers when a project is created or updated
New or updated time entry
Triggers when a time entry is created or updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Add lead
Creates a new lead
Add organization
Adds a new organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Fetch organization
Fetches the details of an existing organisation by name
Fetch person
Fetches the details of an existing person by full name
Create resource
Creates a new resource
Create time entry
Creates a new time entry in the selected project
Create project
Creates a new project
Fetch project
Fetches a project by its unique ID
Fetch time entry
Fetches a time entry by its unique ID
Fetch resource
Fetches a resource by its unique ID
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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What is Hub Planner?
Hub Planner is resource scheduling and management software for teams. You can plan projects, track timesheets, and view analytics for different teams and projects.
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